Alamar Capital Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Alamar Capital Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.64M	Buy	77,150 +2,857	+4%	+$283K	3.86%	5
2026 Q1	$7.38M	Sell	74,293 -192	-0.3%	-$19.2K	4.51%	5
2025 Q4	$7.44M	Buy	74,485 +7,224	+11%	+$725K	4.1%	4
2025 Q3	$6.74M	Buy	67,261 +5,019	+8%	+$498K	3.56%	5
2025 Q2	$6.17M	Buy	62,242 +5,848	+10%	+$573K	3.35%	5
2025 Q1	$5.58M	Buy	56,394 +10,429	+23%	+$1.02M	3.32%	4
2024 Q4	$4.45M	Buy	45,965 +7,704	+20%	+$759K	2.43%	12
2024 Q3	$3.87M	Buy	38,261 +3,555	+10%	+$355K	2.14%	17
2024 Q2	$3.37M	Buy	+34,706	New	+$3.35M	2.04%	20
2023 Q4	$3.09M	Sell	31,090 -275	-0.9%	-$26.2K	2.44%	16
2023 Q3	$2.95M	Buy	31,365 +2,775	+10%	+$267K	2.78%	15
2023 Q2	$2.8M	Sell	28,590 -24	-0.1%	-$2.37K	2.06%	19
2023 Q1	$2.85M	Buy	28,614 +15,094	+112%	+$1.49M	2.37%	10
2022 Q4	$1.31M	Sell	13,520 -75	-0.6%	-$7.25K	1.34%	36
2022 Q3	$1.31M	Hold	13,595	–	–	1.47%	31
2022 Q2	$1.38M	Hold	13,595	–	–	1.56%	31
2022 Q1	$1.46M	Buy	13,595 +6,959	+105%	+$766K	1.22%	37
2021 Q4	$757K	Buy	6,636 +1,350	+26%	+$154K	0.54%	47
2021 Q3	$607K	Buy	5,286 +1,000	+23%	+$116K	0.47%	50
2021 Q2	$494K	Buy	4,286 +700	+20%	+$80.2K	0.43%	48
2021 Q1	$408K	Hold	3,586	–	–	0.39%	50
2020 Q4	$424K	Buy	+3,586	New	+$422K	0.46%	45

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alamar Capital Management's AGG Position: Q2 2026 in Review

Alamar Capital Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 3.8% in Q2 2026, buying an estimated $283K and bringing the position to 77,150 shares worth $7.64M. The position accounts for 3.86% of the portfolio, ranked #5.

Alamar Capital Management first reported a position in AGG in Q4 2020 and has held it in 22 quarters since. 2,094 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Alamar Capital Management held 77,150 shares of iShares Core US Aggregate Bond ETF worth $7.64M as of Q2 2026.
Alamar Capital Management bought 2,857 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $283K.
iShares Core US Aggregate Bond ETF made up 3.86% of Alamar Capital Management's portfolio in Q2 2026, its #5 holding.
Alamar Capital Management first reported a position in iShares Core US Aggregate Bond ETF in Q4 2020 and has held it in 22 quarters since.
2,094 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.